Audience
Organizations searching for a software designed to streamline the exchange of capital in equity and debt markets
About Katipult
DealFlow is the one-stop platform to offer alternative investments to high-net-worth clients. Review funds and opportunities and then enter into structured workflows and documentation that will take enable investors to participate in deals with a few clicks of a mouse. The investor experience is designed around simplicity and ease of use. Investor onboarding smart forms that include real-time documentation checks and streamlined KYC make it quick and frictionless and reduce the potential for errors to almost zero. DealFlow offers Finra-regulated representatives the fastest and most efficient way to buy and sell securities for clients. Compliance workflows are baked into the platform, and Katipults eSignature technology ensures fully transparent documentation and KYC checks.
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Integrations
Company Information
Katipult
Founded: 2014
Canada
www.katipult.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
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Phone Support
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